CoverProfile

Devin Miller

Director of Planning & Operations

DecisionPoint Financial LLC

United States, Arizona, Mesa

About Me

After completing a very successful internship for the firm, Devin’s skills as a talented financial planner impressed us so much that we offered him a full-time position. Devin has enjoyed working with people and numbers from a young age and he is excited to do both in his career as a financial planner. Devin has earned the prestigious Certified Financial Planner (CFP) designation as well as the Accredited Investment Fiduciary (AIF) designation. Devin earned his Bachelor's in Personal Financial Planning with a minor in Business Management at Utah Valley University (UVU) where he graduated with honors. At UVU Devin was active in the PFP Student Association (PFPSA), the local chapter of the

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Profile Information

Director of Planning & Operations

DecisionPoint Financial LLC

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Mesa

Arizona

United States

Feb 18, 2025

Work Experience

DecisionPoint Financial LLC

Director of Planning & Operations
May 2024 - Present
Email: devin@dpplanners.com

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